Filed March 18, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,676 | $58,208+102.2% | $81,812+43.8% | $80,856+45.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.59% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,753 | $2,340+103.1% | $2,912+63.2% | $2,755+72.6% |
| Participant deferral / active EE | $6,545 | $3,281+99.5% | $4,319+51.5% | $4,296+52.4% |
| Admin fee / account holder | $1,614 | $4,981-67.6% | $7,386-78.1% | $6,918-76.7% |